BlackSky: Better Q4 Results, But Shares Are Still Expensive
BlackSky Technology delivered a decent set of Q4 results, with dramatic sequential revenue growth and signs of stabilization after a difficult year. However, revenues did miss expectations, and the 2026 guidance came in soft as well. Despite a significant Q4 revenue jump, persistent operating losses and a 7x price-to-sales multiple leave me bearish for the time being.
Why I See More Gen-3 Adoption For BlackSky In 2026
BlackSky (BKSY) is positioned for significant upside in 2026, driven by rapid Gen-3 satellite deployment and operational advances. Gen-3 satellites achieved full commercial operation in just 21 days, enhancing imagery capacity, reducing latency, and offering a competitive edge in defense applications. AI-driven Spectra analytics platform transforms raw satellite data into actionable intelligence, supporting BlackSky's ‘land and expand' strategy for deeper market penetration.
Why BlackSky Stock Is Just Too Cheap To Ignore
BlackSky Technology reported a disappointing 3Q25 with revenue down 13.1% YoY and a GAAP EPS loss of -$0.44, missing estimates. Despite weak results, BKSY's $322.7 million backlog is growing, with 91% from international contracts, and Gen-3 satellite demand is accelerating. Management maintains 2025 guidance, expecting Gen-3 launches to drive revenue and contract wins, especially as global conflicts boost surveillance demand.
BlackSky Technology Inc. (BKSY) Q3 2025 Earnings Call Transcript
BlackSky Technology Inc. ( BKSY ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Aly Bonilla - Vice President of Investor Relations Brian O'Toole - CEO, President & Director Henry Dubois - Chief Financial Officer Conference Call Participants Edison Yu Daniel Hibshman Timothy Horan - Oppenheimer & Co. Inc., Research Division Austin Moeller - Canaccord Genuity Corp., Research Division Gregory Burns - Sidoti & Company, LLC David Storms - Stonegate Capital Partners, Inc., Research Division Caleb Henry - Quilty Space Inc., Research Division Presentation Aly Bonilla Vice President of Investor Relations Good morning, and thank you for joining us. Today, I'm joined by our Chief Executive Officer, Brian O'Toole; and our Chief Financial Officer, Henry Dubois.
BlackSky Technology Inc. (BKSY) Reports Q3 Loss, Misses Revenue Estimates
BlackSky Technology Inc. (BKSY) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.37. This compares to a loss of $0.66 per share a year ago.
BlackSky Technology Set to Report Q3 Earnings: What's in Store?
BKSY's third-quarter 2025 results are expected to reflect strong y/y revenue growth, driven by its Gen-3 satellites, AI platform and expanding customer demand.
Why BlackSky Technology Stock Plummeted This Week
BlackSky stock fell this week as tensions between the U.S. and China seemingly entered a cool-down period. The stock posted rebound momentum Friday amid new developments in the Russia-Ukraine war and nuclear negotiations between the U.S. and Russia.
AI In Orbit: BlackSky Is Spying On Space
BlackSky is gaining momentum with Gen-3 satellite contracts, Spectre AI integration, and new revenue streams, driving my optimism. BlackSky's recent NGA Luno delivery order highlights its advanced AI-driven change detection, reinforcing government trust and recurring revenue visibility. A new seven-figure deal with HEO expands BlackSky into space domain awareness, leveraging idle satellite capacity for additional revenue streams.
BKSY Stock Falls 28% in a Month: Should You Buy the Dip or Wait?
BlackSky shares tumble in a month. Though Gen-3 satellite launches and new funding fuel growth, losses and guidance cuts raise caution.
BlackSky Technology Inc. (BKSY) Q2 2025 Earnings Call Transcript
BlackSky Technology Inc. (NYSE:BKSY ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Aly Bonilla - Vice President of Investor Relations Brian E. O'Toole - CEO, President & Director Henry Edward Dubois - Chief Financial Officer Conference Call Participants Austin Nathan Moeller - Canaccord Genuity Corp., Research Division Caleb Henry - Quilty Space Inc., Research Division Daniel Hibshman - Unidentified Company Gregory John Burns - Sidoti & Company, LLC Jaeson Allen Min Schmidt - Lake Street Capital Markets, LLC, Research Division Robert Lynch - Unidentified Company Timothy Kelly Horan - Oppenheimer & Co. Inc., Research Division Operator Good morning, ladies and gentlemen, and welcome to BlackSky Technology Second Quarter 2025 Earnings Conference Call.
BlackSky Q2: Revenue Delayed, Not Vanished
BlackSky Technology Inc.'s Q2 earnings disappointed, with revenue down 11.5% YoY and a reduced FY25 outlook, causing a sharp BKSY stock drop and investor concern. Despite the revenue miss, Gen-3 satellite deployment remains on track, with management confirming strong performance and no delays in launches or analytics systems. Revenue delays are due to U.S. government budget timing, not lost contracts; milestone-based deals should show up in 2H25, supporting a rebound.
BlackSky Technology Inc. (BKSY) Reports Q2 Loss, Lags Revenue Estimates
BlackSky Technology Inc. (BKSY) came out with a quarterly loss of $0.52 per share versus the Zacks Consensus Estimate of a loss of $0.49. This compares to a loss of $0.48 per share a year ago.
